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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,573 | $115,796-62.4% | $101,264-57.0% | $158,950-72.6% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 5.56% | 56.15%-50.6pp | 46.48%-40.9pp | 302.91%-297.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,257 | $4,958-34.3% | $4,370-25.5% | $5,983-45.6% |
| Admin fee / account holder | $11,246 | $7,247+55.2% | $5,947+89.1% | $11,2480% |